I am tasked with applying a large number of data fixes to our new salesforce system. Apparently the best practice is to only do data fixes through an outage window because automations such as triggers, handlers, flows, workflows, validation rules, integrations and other automations, may fire causing unwanted results and slowing the load execution time. We cannot afford the outage time. I've heard it suggested that it is possible to turn off automations on a per user basis which would allow the datafix user account to have automations turned off while other users continue i.e. no outage. This feature would need to encompass all automations else a general outage would still be needed.
In the interim I am doing automation impact assessments to determine the data fixes that will not require an outage. No-outage data fixes are rare however!
Can the forum point me a better way to achieve low to no user impact and high data fix throughput?
Colin,
Can I ask how you are uploading the “fixed” data back into Salesforce? If you are using
Dataloader.io to insert data back in and you leave the default 200 records per batch that is where you may not get your expected results. As with all of the automations Salesforce allows us to do will fail. But on most upload tools like Dataloader.ioyou can set how many records get updated/inserted. Yes if you choose 5 records per batch and you have a million rows, this will take some time, but no outage. This can also be ran during busniess hours as this wouldn’t have a huge impact on the system, butI would recommend running after hours, not saying I haven’t had to run a mass data “fix” during buisness hours before.
Secondonly, this recommendation is something you can eventually add in or add just into some of the big automations you currently have. On the user object you would add a checkbox named “Skip Automation”. Then add a decision conditon at the beggining of all flows, validation rules, process builders that checks the checkbox on the user record to Skip that automation or continue. If that checkbox is true the don’t run the automation, if false continue like normal. When we are all first starting we don’t think of doing this, but I highly recommend doing this as eventually we all run into situations like this. We can update our user or another user with this checkbox = true and then when we do a mass upload of data Salesforce won’t run all of the automations. Don’t forget to uncheck the box when you are done with the data fix tho.
Hope this helps let me know if you need any further assistance.
